Tax Expert
5 days ago
We are seeking a seasoned Tax Manager to join a stable full-service tax firm.
- Tax Preparation & Filing: Prepare, review, and file federal, state, and local tax documents.
- Team Leadership: Lead and motivate a team of dedicated staff, fostering a collaborative and productive work atmosphere.
- Training & Development: Train new and current staff on office policies, procedures, and updates to tax laws.
- Tax Strategy Research: Research and recommend tax strategies to optimize client outcomes.
- Performance Assessment: Coordinate and assess the performance of accounting staff to ensure high-quality service delivery.
- Client Support: Provide support to clients by answering tax-related inquiries and scheduling appointments.
- Business Development: Promote services and expand client base, contributing to the firm's growth and success.
- Client Relations: Cultivate and maintain strong client relationships through effective communication and exceptional service.
- Audit Representation: Represent clients during IRS, state, or other audits, providing expert support.
- Form Preparation: Prepare various forms, including sales tax, assessor forms, power of attorney forms, and other required tax forms.
Key Qualifications:
- Current Certified Public Accountant License.
- 8+ years experience with preparation of individual AND business tax forms, 5 of which in a management role.
- Experience managing multiple Tax preparers before and have the ability/experience to sign off on returns.
- Strong knowledge of U.S. federal, state, and local reporting requirements for individual and business tax filings.
- Experience with Lacerte, Ultra Tax, or Drake Software.
- Bachelor's Degree in Accounting or Finance.
Benefits:
- Comprehensive Health, Dental, and Vision Insurance.
- 401(k) with Company Match.
- Generous paid time off.
- Investment in your growth through continuing education and training opportunities.
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